In re the Judicial Settlement of the Account of Bampfield
Opinion of the Court
Upon this accounting, the following questions arose: (1) as to whether the testator intended to charge upon his real estate, specific legacies; (2) as to whether the testator intended to work a conversion of his real estate into personal property. It was determined that, such specific legacies were a charge upon the real estate, but the second question was not determined inasmuch as a decision thereof was not necessary to a complete determination of the matters then involved.
A motion is now made by one of the executors who is a residuary devisee to reopen this proceeding and file an amended
The will in question and the extent of testator’s property at the time of its execution have been given in a former opinion rendered by me herein. The first clause directs the payment of testator’s debts, funeral and administration expenses as soon after his death as possible, clauses two and nine, both inclusive, contain specific legacies aggregating $18,300 and a specific bequest of the two lots aforesaid, and then follow clauses' ten, eleven and twelve, which read as follows:
" Tenth. All of the rest, residue and remainder of my property, real, personal and mixed and wheresoever the same may be situated, I give, devise and bequeath unto my granddaughter Leonore Bamfield Moritz, and my daughter Margaret Bamfield,, and my two grandchildren Louisa B. Maloney and Martha*395 Maloney, and my grandson Doctor Thomas F. Ellis as herein-before mentioned, in the following proportions, to-wit: To said Leonore Bamfield Moritz one-third thereof; to said Margaret Bamfield one-third thereof; to Louisa B. Maloney and Martha Maloney each one-ninth thereof and to said Doctor Thomas F. Ellis one-ninth thereof.
“ Eleventh. I give to my Executors full power to sell, without application to any Court, any and all of said property, whether real or personal, and to invest and reinvest the proceeds thereof as in their judgment may seem proper, and to execute and deliver all necessary deeds of conveyance and other papers necessary to convey the title thereto.
" Twelfth. It is my wish and desire that my devisees shall retain one-ha'lf of the north wall of the Harvey House, in case of sale of said property by them, for the reason that said side wall shall be valuable to them for the purpose of erecting a new building on the adjoining property which is owned by me. A new building thereon can be rented and the profits could be applied on the debt on said property and would be a good investment in my opinion.”
The fundamental rule in the interpretation of wills is that the intention of the testator governs and it is the duty of the court to ascertain such intention and give force and effect thereto (Matter of James, 146 N. Y. 100) and this- rule is applicable to questions of equitable conversion. There is no conversion of realty into personalty or personalty into realty taking effect at the timei of testator’s death unless it can be seen by the court that the testator intended such a conversion. (Scholle v. Scholle, 113 N. Y. 261; 7 Am. & Eng. Enc. of Law [2d ed.], 465; Clift v. Moses, supra; 40 Cyc. 1386.)
All the canons of construction are merely rules which the experience of centuries developed for ascertaining the intention of the testator. (Roosa v. Harrington, 171 N. Y. 341; Cammann v. Bailey, 210 id. 19.) The great question here as in all
There is a line of cases in the court of last resort in this State, among them Lent v. Howard (89 N. Y. 176) and Fraser v. United P. Church (124 N. Y. 486), in which it was held that although a power of sale was. discretionary a conversion was indispensable to carry out the purposes of the testator, that therefore he intended a conversion and that realty was converted into personalty by his will taking effect at. the date of his death; but in all these cases there was a disposition made by the testator in his will of the proceeds of his realty and before this distribution could take place a sale necessarily had to be made.
The reasoning upon which all these decisions are based is the same and is expressed in Power v. Cassidy (79 N. Y. 614), as follows: “ Where a testator authorizes his executors to sell real estate, and it is apparent from the general provisions of the will that he intended such real estate to be sold, the doctrine of equitable conversion applies, although the power of sale is not in terms; imperative.”
Here there is a power of sale, but it is not apparent from the will that the testator intended that, the Harvey House should be sold. In fact he has expressly stated otherwise in the will itself. It is impossible to read this will, even in the light of the situation and value of the testator’s property at the time of the making of the will, without being convinced that he believed
The title to this real property in question vested in the residuary devisees named in said tenth clause subject to be divested by the exercise of the power of sale contained in the will. (Erwin v. Loper, 43 N. Y. 525.) There was no conversion until the sale by the executors and such devisees would be entitled to the rents and profits from the death of the testator to the date of sale. (18 Cyc. 304; Coann v. Culver (supra) ; White v. Howard, 46 N. Y. 144; Matter of Van DeWalker, 79 Misc. Rep. 661.)
Of course the specific legatees had a lien upon this real property as security for the payment of their respective legacies; and the real property being inadequate for the payment of the liens they could undoubtedly have acquired possession prior to the sale in an appropriate equitable action and through a receiver. But until the arm of equity reached out and took possession of the property, the owners of the legal title would be entitled to possession and the rents and profits arising therefrom. It is probably true also that the specific legatees would not have to resort to a court of equity to obtain such possession if the residuary devisees surrendered possession of the property to them or their representatives. It does not appear just how the executors came to take possession of this property and collect these rents and profits, and they ask for permission to show this upon this new accounting.
The application is gTanted upon payment by the executors to the attorney for the specific legatees of the sum of fifty dollars.
Decreed accordingly.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.